StockWatch
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Specialty Insurers
Quarterly ResultAug 5, 2026, 04:24 PM

Fidelity National Financial Q2 Adjusted EPS $1.39; Revenue $4.05B

AI Summary

Fidelity National Financial, Inc. reported strong financial results for the second quarter of 2026, with adjusted net earnings attributable to common shareholders increasing to $370 million, or $1.39 per diluted share, compared to $318 million, or $1.16 per diluted share, in Q2 2025. Total revenue rose to $4.05 billion from $3.64 billion year-over-year. The Title Segment delivered an industry-leading adjusted pre-tax margin of 17.8% on $2.5 billion in revenue, while the F&G Segment achieved record assets under management before reinsurance of $74.7 billion. The company also returned approximately $195 million of capital to shareholders through dividends and share repurchases during the quarter.

Key Highlights

  • Adjusted net earnings attributable to common shareholders rose to $370 million from $318 million YoY.
  • Adjusted diluted EPS increased to $1.39 from $1.16 in the prior year quarter.
  • Total revenue grew to $4.05 billion in Q2 2026, up from $3.64 billion YoY.
  • Title Segment revenue was $2.5 billion, a 16% increase over Q2 2025.
  • Title Segment achieved an adjusted pre-tax margin of 17.8%, up from 15.5% YoY.
  • F&G Segment's assets under management before reinsurance reached $74.7 billion, an 8% increase YoY.
  • Returned $195 million of capital to shareholders in Q2 2026, including $138 million in dividends.
  • Ended the quarter with $457 million in cash and short-term liquid investments at the holding company.